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259 hedge funds and large institutions have $1.83B invested in Philips in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 81 increasing their positions, 78 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $5.48M | Put options by funds: $921K

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

123% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 22

10% more funds holding

Funds holding: 236259 (+23)

4% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 78

2% more capital invested

Capital invested by funds: $1.78B → $1.83B (+$42.5M)

0.03% less ownership

Funds ownership: 8.71%8.68% (-0.03%)

Holders
259
Holders Change
+23
Holders Change %
+9.75%
% of All Funds
6.47%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
49
Increased
81
Reduced
78
Closed
22
Calls
$5.48M
Puts
$921K
Net Calls
+$4.56M
Net Calls Change
-$461K
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
226
Plante Moran Financial Advisors
Michigan
$14K
NSIM
227
North Star Investment Management
Illinois
$14K +$13.7K +629 New
FPFS
228
First Personal Financial Services
North Carolina
$13K
PA
229
Parallel Advisors
California
$13K +$12.7K +583 New
CIM
230
Contravisory Investment Management
Massachusetts
$12K
WT
231
Whittier Trust
California
$12K
Barclays
232
Barclays
United Kingdom
$12K +$7.37K +338 +165%
FHA
233
First Horizon Advisors
Tennessee
$10K
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$10K +$9.51K +436 New
UBS AM
235
UBS AM
Illinois
$10K +$9.84K +451 New
EFSCE
236
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
WA
237
Winfield Associates
Ohio
$9K +$1.92K +88 +30%
Federated Hermes
238
Federated Hermes
Pennsylvania
$8K
WIM
239
Westside Investment Management
California
$7.99K +$7.65K +351 New
BIG
240
Bellwether Investment Group
Tennessee
$6K +$6.11K +280 New
OC
241
Oakworth Capital
Alabama
$6K +$6.41K +294 New
IWA
242
IBEX Wealth Advisors
New Jersey
$5K +$4.97K +228 New
Bessemer Group
243
Bessemer Group
New Jersey
$4K -$8.29K -380 -71%
WEC
244
Winslow Evans & Crocker
Massachusetts
$3.24K
FNBT
245
FineMark National Bank & Trust
Florida
$3K
HI
246
Hudock Inc
Pennsylvania
$3K
RFA
247
Reilly Financial Advisors
California
$3K
TCOV
248
Trust Company of Vermont
Vermont
$3K
SFS
249
Sowell Financial Services
Arkansas
$3K +$2.94K +135 New
AIM
250
Advantage Investment Management
Iowa
$3K +$3.03K +139 New

PHG Hedge Fund Activity: Q4 2016 in Review

259 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q4 2016, worth a combined $1.83B — up 2.4% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new PHG positions and 22 closed out — a net gain of 27 holders — while 81 added to existing stakes and 78 trimmed.

The largest buyer was Boston Partners, adding an estimated $100M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $77.8M sold.

  • 259 institutional investors held Philips (PHG) as of Q4 2016, up from 236 in Q3 2016.
  • Funds reported $1.83B of Philips stock for Q4 2016, up 2.4% quarter-over-quarter.
  • 49 funds opened new Philips positions in Q4 2016 and 22 closed out, a net change of +27 holders.
  • The largest Philips buyer in Q4 2016 was Boston Partners, an estimated $100M added.
  • The largest Philips seller in Q4 2016 was Arrowstreet Capital, an estimated $77.8M sold.

Based on aggregated 13F filings for Q4 2016.